Salesforce consultants
104 nonprofit Salesforce consultants in 26 states. 89 list clients, from IRS Form 990 filings or their own websites. Narrow by state, size and the sectors they serve.

RKD Group
Direct response50+ staffPlano, TX
798 clients on Form 990RKD Group is a full-service fundraising and marketing agency delivering direct mail, digital, and paid media fundraising campaigns, brand strategy, and data/AI-driven donor analytics for 250+ nonprofit clients, with Heller Consulting and Whiteboard as affiliated subsidiary brands.
798 clients on Form 990
Chapman Cubine et al
Direct response50+ staffWashington, DC
240 clients on Form 990Anne Lewis Strategies, LLC, operating as MissionWired, is a full-service direct-response fundraising agency that has raised more than $1 billion online for nonprofits and political organizations through digital fundraising, direct mail, and donor acquisition.
240 clients on Form 990
BWF (Bentz Whaley Flessner)
Capital campaigns50+ staffMinneapolis, MN
103 clients on Form 990Giving Institute memberLongstanding fundraising consulting firm (formerly Bentz Whaley Flessner, now BWF/BWF Zuri) serving colleges, universities, health systems and nonprofits with campaign planning and management, major-gift/high-net-worth strategy, prospect development, data science, strategic planning and talent. Founded in 1983 and headquartered in the Minneapolis area.
103 clients on Form 990Giving Institute memberSanky Comm Inc
Direct response15-50 staffNew York, NY
171 clients on Form 990Sanky Communications (Sanky Inc.), founded in 1977, is a New York fundraising and marketing agency delivering integrated direct mail, digital, paid media, and mid-level donor campaigns for nonprofits.
171 clients on Form 990
American Philanthropic
Major gifts50+ staffWest Chester, PA
251 clients on Form 990National nonprofit fundraising consultancy offering strategic development planning, a major-gifts accelerator, direct mail and digital response, capital campaigns, grant writing and donor advisory. Headquartered in West Chester, PA with offices in several metro areas.
251 clients on Form 990
Gobel Group
Capital campaigns5-15 staffWyckoff, NJ
135 clients on Form 990CFRE on staffGhiorsi & Sorrenti, Inc. (GSI), co-founded in 1989 by Peter Ghiorsi and Dan Sorrenti in Wyckoff, NJ, provided campaign counsel and management to healthcare systems raising nine- and ten-figure campaign goals; GSI was acquired by GOBEL (a healthcare philanthropy consulting/data firm) in July 2022 and is now integrated into GOBEL's offering.
135 clients on Form 990CFRE on staff
American Philanthropy
Direct response50+ staffHockessin, DE
25 clients on Form 990American Philanthropic (AmPhil) is a national for-profit fundraising consultancy offering direct mail and digital fundraising, major gifts, capital and mission campaigns, grant writing, planned giving, donor research, and CRM services to nonprofits.
25 clients on Form 990Grenzebach Glier Assoc
Capital campaigns50+ staffChicago, IL
55 clients on Form 990Giving Institute memberHuron Consulting Services LLC is the operating entity of Huron Consulting Group, a publicly traded global management consultancy serving healthcare, education, and commercial sectors. Its Advancement & Fundraising practice (expanded via acquisitions of GG+A and Advancement Resources) advises nonprofits and universities.
55 clients on Form 990Giving Institute member
Optimize Consulting LLC
Full-service fundraising2-5 staffDuluth, GA
31 clients on Form 990Optimize Consulting is a Duluth, GA firm offering nonprofit fundraising strategy services (major gifts cultivation, moves management, development audits) alongside HubSpot CRM and marketing-technology implementation for both nonprofit and for-profit/advocacy clients.
31 clients on Form 990
Advance NYC
Full-service fundraising15-50 staffNew York, NY
66 clients on Form 990Advance Collaborative (formerly Advance NYC), founded in 2011, is a nonprofit consulting firm providing fundraising strategy and implementation, membership and annual fund campaigns, feasibility studies and capital campaigns, strategic planning, and staff development/interim leadership to nonprofits nationwide.
66 clients on Form 990
Zuri Group
CRM implementation50+ staffBend, OR
19 clients on Form 990Giving Institute memberFull-service consulting and technology firm helping nonprofit organizations elevate fundraising strategy and technology. Provides strategic and technical consulting, CRM implementation and data services, digital fundraising, and software implementation support.
19 clients on Form 990Giving Institute memberFresh Eyes Digital
Direct response2-5 staffLancaster, PA
2 clients on Form 990Fresh Eyes Digital is a digital direct-response and online fundraising agency for nonprofits, providing email marketing, advertising, creative and analytics to acquire and convert digital donors and activists.
2 clients on Form 990
SWAIM STRATEGIES
Annual giving2-5 staffPORTLAND, OR
47 clients on Form 990Swaim Strategies is a Portland, Oregon fundraising consultancy that helps nonprofits strategize, script, and train staff and board members for fundraising events such as galas and special appeals.
47 clients on Form 990
Powered by Professionals
Full-service fundraising2-5 staffNew York, NY
60 clients on Form 990Powered by Professionals is a New York City-based fundraising and event management firm that helps nonprofits convert board/honoree/committee relationships into fundraising support, combined with full-service gala and benefit-event production, direct mail, and back-office support; founded 2002 by Darren W. Port and Kenneth J. Grosso.
60 clients on Form 990CauseMic
CRM implementation15-50 staffPortland, OR
8 clients listedCauseMic is a nonprofit consulting firm that helps nonprofits grow revenue and improve operations through fundraising strategies, CRM implementation (particularly HubSpot, Salesforce), and technology enablement. Services include actionable fundraising strategy, fundraising campaigns, CRM implementation/migration, and strategic planning facilitation.
8 clients listed
Kim Joyce & Assoc LLC
Grant writing15-50 staffScottsdale, AZ
39 clients on Form 990Giving Institute memberScottsdale, Arizona-based national full-service grants consultancy offering grant writing, grant prospect research, grants management, grantor cultivation coaching, and training for nonprofits, schools, hospitals, and government agencies.
39 clients on Form 990Giving Institute memberMagicFuse
CRM implementation50+ staffLondon,
Salesforce development and consulting company delivering Nonprofit Cloud and NPSP implementation, donor management, fundraising automation, program management, data migration, and platform engineering for nonprofits
Fionta Incorporated
CRM implementation50+ staffWashington, DC
1 client on Form 990Salesforce implementation and consulting partner specializing in nonprofit cloud, membership management, fundraising, and program management solutions for nonprofits, foundations, and associations. Also provides managed services, web development, and digital services.
1 client on Form 990
CauseMic LLC
CRM implementation15-50 staffPortland, OR
12 clients on Form 990CauseMic empowers nonprofits to grow revenue and save time through fundraising strategies, CRM implementation and optimization, technology solutions, and website design. Certified implementation partner for HubSpot and Salesforce. Specializes in CRM migrations, marketing automation, and giving platform integrations.
12 clients on Form 990Cathexis Partners LLC
CRM implementation2-5 staffWinter Garden, FL
13 clients on Form 990Cathexis Partners helps nonprofits set up and use technology to raise funds and engage supporters more effectively. Services include CRM, CMS, and peer-to-peer fundraising software implementation and support; website design and development; database management and reporting; IT consulting; and online fundraising campaign strategy and execution.
13 clients on Form 990
Doing Good Digital
CRM implementation5-15 staffLaguna Beach, CA
25 clients on Form 990Boutique agency of expert online fundraisers and digital consultants helping nonprofits grow digital fundraising through strategy, design, development, and platform implementation. Blackbaud 2019 Fundraising Channel Partner of the Year.
25 clients on Form 990
Pursuant
Full-service fundraising15-50 staffDallas, TX
3 clients on Form 990Giving Institute memberFull-service nonprofit marketing and fundraising firm with data analytics platform (GivingDNA) offering direct mail, digital fundraising, mid-level and major giving counsel, fundraising strategy, and donor research
3 clients on Form 990Giving Institute member
Capstone Advancement Part
Capital campaignsIndependent consultantAtlanta, GA
4 clients on Form 990Capstone Advancement Partners is an Atlanta-based fundraising consultancy providing capital campaigns, major gifts programs and development strategy for nonprofit organizations. Led by Brigitte Roufail Peck.
4 clients on Form 990JCA
CRM implementation50+ staffNew York, NY
3 clients on Form 990Giving Institute memberIndependent consulting firm dedicated to technology and operational needs of nonprofits. Provides CRM implementation, data ecosystem consulting, business process design, system selection, data migration, training, and strategic advising across fundraising, membership, ticketing and advocacy platforms.
3 clients on Form 990Giving Institute member
Charitable Solutions, LLC.
Planned giving15-50 staffJacksonville, FL
Charitable Solutions, LLC, founded by Bryan Clontz, is a planned-giving risk-management firm focused on non-cash asset receipt and disposition, charitable gift-annuity reinsurance brokerage and risk audits, complex-gift appraisals, and emergency assistance funds for nonprofits. Its work is primarily transactional/back-office gift processing rather than campaign fundraising counsel.
